Head of Distribution & Operations
State Manager: Victoria (VIC), South Australia (SA) and Tasmania (TAS)
JP, B.Com.(USYD)(Accounting & Commercial Law), CPA(FPS), Dip.FS(Financial Planning), AFP(FPA), AChFP, AFA, Cert IV FMB
Jonathan is the Executive Director and Head of Distribution and Operations at Premium China Funds Management. Jonathan holds a Bachelors of Commerce from the University of Sydney, majoring in accounting and commercial law, a Diploma of Financial Services in Financial Planning as well as being a Certified Practicing Accountant (CPA) with financial planning specialist designations (FPS). He has completed the Global Executive MBA at the University of Sydney (Voted No. 1 EMBA in Australia for 2013 by AFR/Boss Magazine). He is also an Associate Chartered Financial Practitioner with the Association of Financial Advisers. Before joining Premium China Funds Management, he was a trainee analyst at Global Value Investors, doing international equity models as well as analysis. He was also previously a research assistant for Investors Mutual Limited, looking after their investment research database. Jonathan also holds an Associate Financial Planner status with the Financial Planning Association of Australia.
Jonathan has just released the fourth edition of his first book "Asia: The New Investment Paradigm", which explores Asia as an investment destination.
Jonathan was named the 2013 Young Achiever of the Year by Money Management to acknowledge his passion for, and accomplishments within the industry over the last decade. Jonathan also won the 2011 BDM of the Year award by Money Management/Lonsec (NSW/ACT) in recognition of his outstanding service and value added to financial planners and researchers alike in the region and country. He currently looks after 100 dealer groups across Australia covering both small dealers to large institutional clients.